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Bogart Wealth LLC’s Powell Industries POWL Stock Holding History

Bogart Wealth LLC’s Portfolio POWL Stock Details POWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-180
Closed -$18.3K – 1663
2025
Q3 		$18.3K Hold
180
– – ﹤0.01% 690
2025
Q2 		$12.6K Buy
+180
New +$10.9K ﹤0.01% 741

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First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bogart Wealth LLC's POWL Position: Q4 2025 in Review

Bogart Wealth LLC sold out of Powell Industries (POWL) in Q4 2025, closing a stake of 180 shares — an estimated $18.3K sold.

Bogart Wealth LLC first reported a position in POWL in Q2 2025 and held it in 2 quarters. The position peaked at $18.3K in Q3 2025. 422 funds tracked by Wall St. Rank hold POWL as of Q4 2025.

  • Bogart Wealth LLC reported no remaining Powell Industries position as of Q4 2025 after selling out during the quarter.
  • Bogart Wealth LLC sold 180 Powell Industries shares in Q4 2025, an estimated $18.3K.
  • Bogart Wealth LLC first reported a position in Powell Industries in Q2 2025 and held it in 2 quarters.
  • Bogart Wealth LLC's Powell Industries position peaked at $18.3K in Q3 2025.
  • 422 funds tracked by Wall St. Rank held Powell Industries as of Q4 2025.

Based on Bogart Wealth LLC's 13F filing for Q4 2025, filed 30 Jan 2026.